1Y
+8.82%
3Y
+14.76%
5Y
+12.64%
Since Inception
+16.21%
Sharpe
0.65
Sortino
0.99
Max Drawdown
-19.95%
Volatility
14.29%
Alpha
+2.80%
Beta
1.01
Info Ratio
0.69
Up / Down Capture
108 / 95
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-05-10
AUM₹6.5K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#11 of 32
Top 34%
3Y CAGR
#11 of 22
Top 50%
5Y CAGR
#5 of 8
Top 62%
Sharpe
#14 of 32
Top 44%